Okabena Investment Services’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Okabena Investment Services’s Portfolio XLC Stock Details XLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.08M	Buy	19,371 +491	+3%	+$56K	0.37%	47
2026 Q1	$2.09M	Buy	18,880 +495	+3%	+$57.3K	0.4%	44
2025 Q4	$2.16M	Buy	18,385 +392	+2%	+$45.1K	0.41%	45
2025 Q3	$2.13M	Buy	17,993 +381	+2%	+$42.4K	0.41%	43
2025 Q2	$1.91M	Buy	17,612 +402	+2%	+$39.6K	0.42%	45
2025 Q1	$1.66M	Buy	17,210 +118	+0.7%	+$11.8K	0.42%	46
2024 Q4	$1.65M	Buy	17,092 +1,176	+7%	+$112K	0.46%	47
2024 Q3	$1.44M	Hold	15,916	–	–	0.41%	50
2024 Q2	$1.36M	Hold	15,916	–	–	0.43%	52
2024 Q1	$1.3M	Hold	15,916	–	–	0.43%	57
2023 Q4	$1.16M	Buy	+15,916	New	+$1.1M	0.45%	59

Other funds holding XLC

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

JSAM

J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return

Okabena Investment Services's XLC Position: Q2 2026 in Review

Okabena Investment Services increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 2.6% in Q2 2026, buying an estimated $56K and bringing the position to 19,371 shares worth $2.08M. The position accounts for 0.37% of the portfolio, ranked #47.

Okabena Investment Services first reported a position in XLC in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.16M in Q4 2025. 902 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Okabena Investment Services held 19,371 shares of State Street Communication Services Select Sector SPDR ETF worth $2.08M as of Q2 2026.
Okabena Investment Services bought 491 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $56K.
State Street Communication Services Select Sector SPDR ETF made up 0.37% of Okabena Investment Services's portfolio in Q2 2026, its #47 holding.
Okabena Investment Services first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Okabena Investment Services's State Street Communication Services Select Sector SPDR ETF position peaked at $2.16M in Q4 2025.
902 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Okabena Investment Services's 13F filing for Q2 2026, filed 4 Aug 2026.